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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: rupert1 who wrote (73985)12/17/1999 9:13:00 AM
From: JDN  Respond to of 97611
 
Dear Victor: I was initially thinking the same thing, and then I thought, hmmm 30%+ gain in 12 months from a stock believed to be currently priced in the VALUE range. Maybe not so bad. Not a heck of a lot of downside risk in an upcoming unknown market. Could be worse. As to the inventory level, possibly not apples to apples. I think Morgan was including the Channels. I dont see how it could be brought much lower then that overall. JDN



To: rupert1 who wrote (73985)12/17/1999 9:13:00 AM
From: MikeyT  Read Replies (1) | Respond to of 97611
 
Victor,

I think the 12 month target of $34 is too low. I expect CPQ to blow past it by January or April. Morgan Stanley is always too conservative.

Mikey


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